3Leaf CRM has been a great partner for us throughout our CRM project. From strategy and development to deployment and training, Michelle is a valuable extension of our team. She helped us create a custom database that aligns with our proven sales process, displays key metrics through custom dashboards and integrates with other business systems. Michelle continues to provide her expertise and guidance to us and our Franchise Members – and we appreciate her hands-on, get it done work ethic.

We have worked with 3Leaf CRM for approximately 10 years. During that time, we have gone from using them strictly as an Act!/Zoho consultant to utilizing all of their additional expertise. 3Leaf CRM helped our company transition to a more modern, more sophisticated CRM platform. Together we have created an insightful design for our CRM platform which has greatly enhanced our productivity and ability to better serve our customers. 3Leaf has not only provided support, they have also helped us with in-person/virtual training including follow-up “How To” videos and step by step instructions. We even use them for the management of our email marketing and social media. The staff is friendly, efficient and actually fun to work with while maintaining a very professional environment. We look forward to working with them for many years to come.

When we came to 3Leaf CRM, we were literally keeping track of things on paper. We moved from hand written tracking to a fully cloud-based CRM. 3Leaf coordinated custom developers to integrate our new CRM with our donor platform. And, we enabled targeted email marketing through the integration with Zoho Campaigns. 3Leaf has been responsive and solution oriented throughout the process.

We were at a complete impasse with our issue. After calling Zoho Tech Support, watching Zoho Tutorials and reading any article we could find…we just could not figure out our problem. We were referred to 3Leaf and Michelle has been amazing. She saw exactly what we needed to do and in one session was able to solve our whole problem. Really wish we’d known about her sooner. Thank you so much, Michelle! I’m sure you’ll be hearing from us again.”

We have been a customer of 3Leaf for approximately 10 years. We were spending a lot of time and money on customizing an outdated, locally installed system. It required a lot of add-ons, troubleshooting and end user set up. Worst of all was the constant need of our remote staff to sync so we could see results.

3Leaf recommended a system that was completely cloud-based for our CRM. We have reduced our overall costs for our CRM solutions. We have also improved morale and usage with our sales force. As managers, we love the real time data as they drop it in. This mobile, current technology has really improved our database management and staff usage. Currently, 3Leaf is helping us gain even more effectiveness from our system by creating an integrate database and marketing solution.

CLASP was struggling with a DIY Zoho One solution. Things were working, but they weren’t optimal. 3Leaf analyzed our needs and helped us untangle that ball of yarn created by trying to build a solution without an expert by our side. What we have now is a Zoho solution that’s working for our large, globally dispersed team.

PBI Commercial had a few Zoho products in place, but they weren’t quite working the way we envisioned. We had several “aha” moments with 3Leaf CRM that other Zoho partners weren’t able to identify. 3Leaf identified our stumbling blocks, and made some customization modifications that helped to get CRM working for us. Now we have an integrated CRM & Campaigns solution that makes data segmenting and targeted email marketing much easier. We’re on a path to getting the insights the executive teams needs to make informed business decisions.

After using an age-old CRM for years we needed one that was setup for our needs. We spent 2 years looking for a program like Zoho that would provide us the flexibility and all the tools to make us successful. However deciding on the program was just the beginning. Without expert guidance in the setup, customization, and training I know we would have plodded along and become dissatisfied. We found that guidance and training with Michelle at 3Leaf. She started strong and stayed with us through start-up, rollout and tweaking. She made this crucial CRM installation a success.

GATOR Pump contacted 3Leaf to review our CRM processes and to make them more effective. 3Leaf very quickly customized a CRM database automation plan that streamlined our leads, placed them into nurturing loops and made an immediate impact on our customer conversion rates. Michelle has a creative focus that gets straight to the heart of the problem and she implements rapid cost effective solutions. 3Leaf has given us the best CRM support we have ever had and we owe a lot of our market presence improvement to 3Leaf CRM."

We recently consolidated our global sales process and moved to Zoho to support our efforts. We engaged 3Leaf to help us configure the system and migrate data from our previous system. Michelle and her team were a pleasure to work with. They took the time to understand our organization and needs and helped us design our system and workflows to meet our unique global requirements. Not sure we would have been successful without them.